Preview a Quote

Taking a look at a Quote in the way your client will see it is good

Sometimes you may only wish to show certain information on your Quote (the same applies to Invoices). Beeswax provides 4 options that you can choose from when you wish to send a Quote to your Client.

Learn more about these options here.

STEP 1

Locate the Quote you wish to Preview.

STEP 2

From the Page Tools, select the Eye icon. This will bring up a submenu with the following options:

  1. Everything
  2. No Line Item Amounts
  3. No Line Item Details
  4. Total Only

STEP 3

When you click on the option you wish to view a window with a Preview of the Quote will appear. Note that this is just for you to view. It is not meant to be used to send to anyone. Use the Email PDF feature which you can learn more about here.